About Elementum

At Elementum Capital, we provide robust investment research, holistic portfolio management, and actionable insights to help advisors elevate their practice while maintaining their independence

Who We Are

Origins

Our name is derived from the Latin word "element," and reflects our commitment to breaking down complex investment challenges into their most fundamental properties.  The building blocks of all matter, elements, maintain a natural state of equilibrium upon which more intricate solutions may be formed.

Methods

Our methodology is rooted in the concept of First Principles, a problem-solving technique that involves deconstructing multidimensional scenarios to their root factors.  With the fundamental assumptions isolated and scrutinized, we can rebuild our understanding to transcend more traditional methods of portfolio construction.

Theory to Practice

Utilizing Portfolio Building Blocks, Elementum tailors asset allocation across various equity, fixed income, and alternative investment classes to precisely align with our clients’ long-term risk and investment objectives. By consistently applying this approach to our investment research and portfolio management, we ensure that every decision is grounded in rigorous analysis and backed by empirical evidence.

Experience the Elementum Edge and discover how our Portfolio Building Blocks approach can elevate your practice and deliver sophisticated solutions for you and your clients.

Elementum is a trusted partner and an objective resource

If you’re looking for investment committee support or if you are ready to offload all of the investment research and portfolio management process, let's talk about how Elementum Capital can help you Regain or Retain Your Independence while enhancing your practice's efficiency and sophistication.

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